See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,011 | $48,265+28.5% | $68,791-9.9% | $68,494-9.5% |
| Participation rate | 70.6% | 60.7%+9.9pp | 69.0%+1.6pp | 67.9%+2.7pp |
| Annual return | -12.56% | -12.71%+0.1pp | -6.38%-6.2pp | -7.84%-4.7pp |
| Employer contribution / active EE | $533 | $1,829-70.8% | $2,655-79.9% | $2,596-79.5% |
| Participant deferral / active EE | $6,267 | $2,867+118.6% | $3,941+59.0% | $4,027+55.6% |
| Admin fee / account holder | $2,263 | $4,355-48.1% | $4,932-54.1% | $5,403-58.1% |